|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$1.25B
|
+$1.16M
|
+21,601
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$640M
|
+$632M
|
+11,764,082
|
+7,084%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$616M
|
+$23.4M
|
+435,798
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$66.8M
|
+$3.72M
|
+69,309
|
+6%
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$46.3M
|
+$11.6M
|
+216,083
|
+33%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$37.9M
|
+$3.61M
|
+67,095
|
+10%
|
|
|
7
|
|
$31.7M
|
+$1.53M
|
+28,471
|
+5%
|
|
|
8
|
|
$29M
|
-$22M
|
-409,350
|
-43%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.5M
|
-$17.9M
|
-332,997
|
-39%
|
|
|
10
|
Bank of New York Mellon
New York
|
$26.6M
|
+$3.38M
|
+62,821
|
+15%
|
|
|
11
|
Allianz Asset Management
Munich,
Germany
|
$26.4M
|
-$328K
|
-6,105
|
-1%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.8M
|
+$43.3K
|
+806
|
+0.2%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.6M
|
+$2.1M
|
+39,091
|
+11%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.1M
|
+$790K
|
+14,696
|
+6%
|
|
|
15
|
|
$13.4M
|
+$325K
|
+6,056
|
+2%
|
|
|
16
|
|
$10.9M
|
-$925K
|
-17,212
|
-8%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$8.75M
|
+$501K
|
+9,325
|
+6%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$8.08M
|
-$780K
|
-14,512
|
-9%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$7.67M
|
+$278K
|
+5,166
|
+4%
|
|
|
20
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$7.39M
|
-$25.9M
|
-481,106
|
-37%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.17M
|
+$3.6M
|
+66,900
|
+100%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$6.59M
|
-$239K
|
-4,442
|
-3%
|
|
|
23
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$5.44M
|
–
|
–
|
–
|
|
|
24
|
LPL Financial
San Diego,
California
|
$5.42M
|
-$357K
|
-6,649
|
-6%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$3.59M
|
+$3.16M
|
+58,781
|
+725%
|
|
